-42.8%
INTU vs KWEB
-45.1%
+2.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.1% |
| 7D | -9.2% | -4.3% | -4.9% | -8.3% |
| 30D | -7.0% | -13.0% | +6.0% | -4.3% |
| 3M | +10.5% | -7.6% | +18.1% | +12.3% |
| 6M | -30.6% | -21.1% | -9.4% | -27.3% |
| YTD | -52.3% | -28.2% | -24.1% | -49.1% |
| 1Y | -51.8% | -34.9% | -16.9% | -47.5% |
| 3Y | -41.8% | -0.8% | -41.1% | -44.2% |
| 5Y | -42.8% | -43.6% | +0.7% | -39.7% |
| All | -42.8% | -45.1% | +2.3% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KWEB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling